Professional Client

An investor that is able to meet several regulatory criteria.

An investor that is able to meet several regulatory criteria.

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Fixed Income

An investment that provides a fixed rate of return, often over a specific set of time.
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Holding Period Return

The amount of money generated by an asset during the time that it was held by an investor..
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Forward pricing

Mutual funds are traded on a forward pricing basis, meaning the price you see will be different to the price you may trade at.
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Diversification

An investment strategy in which money is put into a variety assets.
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Time Value of Money

The concept that money you have now is more valuable than the same sum in the future.
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Base rate

What's the base rate?
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W-8BEN Form

Non-US individuals and businesses may have to file this form for the Internal Revenue Service (IRS), the US tax authority.
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Equity ETF

An exchange-traded fund that is comprised of a set of stocks.
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Venture Capital Trust (VCT)

A listed company run by a fund manager, investing mainly in private companies.e.
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